Transition Projects, Inc. 401(K) Employee Savings Plan — Form 5500 plan (Transition Projects, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Transition Projects, Inc. 401(K) Employee Savings Plan is a benefit plan reported by Transition Projects, Inc. under EIN 93-0591582 and plan number 001. The latest loaded filing year is 2023. The filing reports 271 participants and $3,708,221 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.7MPlan net assets, end of year$3,708,221
Participants271Covered participants reported
Assets / participant$13.7KComputed: assets ÷ participants$13,683 (computed)
Provider compensation$20.3K2 Schedule C provider row(s)$20,333
Plan sponsor
Transition Projects, Inc.
EIN
93-0591582
Plan number
001
Plan type
2
Location
Portland, OR
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    271 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$3.7M total assets
Net assets$3.7MLiabilities$0
Money in vs. money out
Total income / additions$969K
Total expenses$66.8K
Benefits paid / distributions$46.4K
Contributions
Employer$227.5K
Participant$284.7K
Full reported line items

Net assets

Total assets (EOY)
$3,708,221
Total liabilities (EOY)
$0
Net assets (EOY)
$3,708,221
Net assets (BOY)
$2,805,976

Income & contributions

Employer contributions
$227,466
Participant contributions
$284,677
Total contributions
$517,060
Total income / additions
$969,000

Expenses & distributions

Benefits paid
$46,424
Administrative expenses
$20,331
Total expenses
$66,755
Net increase / (decrease)
$902,245
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 44%Participant 56%
Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income5%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    NONE · Direct $15.3K
  2. 2
    NONE · Direct $5K · Indirect $2

Related Form 5500 pages